2026-01-12 07:28:19

This week has been lively in the crypto world. Just as the token unlocks began, over $1.69 billion worth of tokens flooded into the market, with an astonishing pace.

Speaking of the main characters this week, ONDO and TRUMP are undoubtedly the focus. ONDO released a total of 1.94 billion tokens at once, amounting to $77.2 million, accounting for 57% of the project's total circulation, making it the largest single unlock of the week. TRUMP closely followed, releasing 55.1 million tokens worth nearly $30 million, representing 27.5%. These two projects together account for 92% of the total unlocks this week, leaving other projects with little to no impact.

Of course, other projects are also releasing tokens steadily. CONX, ARB, DBR, CHEEL, STRK, SEI, ZK each have their own unlock schedules, totaling approximately $1.16 billion. Looking at the linear unlocks, RAIN released 9.41 billion tokens this week, equivalent to $84.13 million. Star projects like Solana, Worldcoin, DOGE, Avalanche, and ASTER are also quietly progressing with their unlock plans.

Don't overlook smaller projects. MOT, HGPT, CHECK, BB, RADAR may be small in size, but they are releasing tokens step by step according to their plans. While the value and proportion of individual projects may seem insignificant, they are still worth paying attention to.

Overall, this week's unlocks are mainly concentrated in leading projects, but the benefit is that the overall market liquidity is gradually increasing. For traders, the short-term volatility caused by unlocks often presents opportunities. Timing well can help identify many actionable points.

ONDO1,27%

TRUMP2,19%

XPLA1,41%

ARB1,92%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
4
Repost
Share

Comment

0/400

LayerZeroHero

· 01-12 07:58

Damn, ONDO's unlock directly dumps 57% of the circulating supply? Is this trying to dump the price or what? --- TRUMP accounts for 27.5%, and two projects make up 92%. Other projects really have no chance. --- Although small-cap tokens are limited in size, they still need to be watched because you never know which one might suddenly take off. --- The curtain of unlocking is so aggressive; short-term fluctuations are indeed common. Those looking to buy the dip should keep an eye on it. --- Rising liquidity sounds good, but what if it leads to a dump? --- $1.69 billion flooded in a week. The traders must be going crazy. --- Star projects are still secretly releasing tokens. The real big show hasn't started yet. --- RAIN releasing 9.4 billion tokens is a bit scary. Why is linear unlocking so aggressive? --- Seize the right timing to find opportunities? Easy to say, but in practice, it still comes down to luck. --- Leading projects control the overall situation; retail investors can only follow the trend and eat the leftovers.

View OriginalReply0

BrokenYield

· 01-12 07:57

ngl this ONDO dump is giving 2018 flashbacks... 57% circulation hit at once? that's not liquidity, that's a liquidity crisis waiting to happen. smart money already knows the correlation matrix on this one.

Reply0

DarkPoolWatcher

· 01-12 07:54

1.69 billion dollars poured in all at once, can the pace not be crazy? ONDO and TRUMP are really acting out the textbook of a dump and teach lesson. 92% has been eaten up, I don't look at other projects anymore. Short-term volatility is just a freebie for the leek, just wait and see. Is the liquidity increase this week really an illusion?

View OriginalReply0

SatoshiHeir

· 01-12 07:54

It should be pointed out that this unlocking data reveals a fundamental fallacy—92% is concentrated in two projects. This is not "liquidity uplift" at all; it is a naked prelude to dumping. Clearly, the market is using a bubble to interpret consensus.

View OriginalReply0